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Independent Financial Group’s Cambria Shareholder Yield ETF SYLD Stock Holding History

Independent Financial Group’s Portfolio SYLD Stock Details SYLD Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-3,330
Closed -$228K – 1263
2024
Q4 		$228K Buy
+3,330
New +$240K 0.01% 1031

Other funds holding SYLD

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
IA
Intellus Advisors Naples, Florida $732M AUM 29.73% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $162B AUM 16.35% 1-Year Est. Return
Focus Partners Wealth
Focus Partners Wealth Boston, Massachusetts $89.9B AUM 20.5% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
RWP
Revolve Wealth Partners Hackensack, New Jersey $965M AUM 22.88% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Independent Financial Group's SYLD Position: Q1 2025 in Review

Independent Financial Group sold out of Cambria Shareholder Yield ETF (SYLD) in Q1 2025, closing a stake of 3,330 shares — an estimated $228K sold.

Independent Financial Group first reported a position in SYLD in Q4 2024 and held it in 1 quarter. The position peaked at $228K in Q4 2024. 173 funds tracked by Wall St. Rank hold SYLD as of Q1 2025.

  • Independent Financial Group reported no remaining Cambria Shareholder Yield ETF position as of Q1 2025 after selling out during the quarter.
  • Independent Financial Group sold 3,330 Cambria Shareholder Yield ETF shares in Q1 2025, an estimated $228K.
  • Independent Financial Group first reported a position in Cambria Shareholder Yield ETF in Q4 2024 and held it in 1 quarter.
  • Independent Financial Group's Cambria Shareholder Yield ETF position peaked at $228K in Q4 2024.
  • 173 funds tracked by Wall St. Rank held Cambria Shareholder Yield ETF as of Q1 2025.

Based on Independent Financial Group's 13F filing for Q1 2025, filed 19 May 2026.